Income Finance Officer

EA First Compass House; Coventry; Hybrid; GBP 29,000; Full time

Job summary

A prominent UK charity in Coventry is seeking an Income Finance Officer to manage customer accounts and facilitate timely income collection. The role requires AAT Level 3 qualifications and experience in account management or credit control. Key responsibilities include resolving payment issues, maintaining records, and ensuring compliance with legal requirements. This position offers a salary of £29,000, attractive benefits, including hybrid working, and a supportive work environment.

Benefits

25 days annual leave plus public holidays

Competitive pension

Hybrid working model

Flexi-scheme

Enhanced maternity & paternity leave

Blue Light Card discounts

Attendance reward

Life insurance

Cycle to work scheme

Employee Assistance Programme (EAP)

Qualifications

• A minimum of AAT Level 3 working towards becoming AAT qualified.
• Proven experience of working directly with customers and delivering a high standard of customer service.
• Strong data and spreadsheet skills, with the ability to analyse and interpret information.

Responsibilities

• Facilitate timely collection of income.
• Manage customer accounts and support timely payments.
• Identify and resolve payment issues.
• Maintain accurate records of actions and communications.
• Engage with customers to resolve issues early.
• Support digital improvements and new ways of working.
• Ensure compliance with legal and regulatory requirements.

Skills

AAT Level 3

Account management

Credit control

Customer service

Data analysis

Attention to detail

Interpersonal skills

IT proficiency

Education

AAT qualification (or working towards)

Job description

We are partnering with a Not-for-Profit in Coventry to recruit an Income Finance Officer. This role is paying £29,000 per annum, plus attractive benefits, inclusive of hybrid working.

This organisation is a well-established UK charity specialising community-based support for older adults, operating nationally for over three decades. It is a not‑for‑profit provider, reinvesting all surplus income back into services, communities and long‑term development. The organisation promotes independence, well‑being and social connection to its communities.

Responsibilities

• Facilitate timely collection of income.
• Manage customer accounts and support timely payments through early engagement.
• Identify and resolve payment issues, agreeing practical solutions where needed.
• Maintain accurate records of all actions and communications.
• Engage with customers via phone, meetings or visits to resolve issues early.
• Work collaboratively with internal teams to prevent issues from escalating.
• Support digital improvements and new ways of working.
• Respond to enquiries and manage cases through to resolution.
• Meet agreed performance targets and follow policies and procedures.
• Ensure all actions comply with relevant legal and regulatory requirements.

Qualifications

• A minimum of AAT Level 3 working towards becoming AAT qualified.
• Experience in account management, credit control or debt recovery.
• A background in Accounts Receivable is essential.
• Proven experience of working directly with customers and delivering a high standard of customer service.
• Experience within a regulated or service‑led environment is desirable.
• Strong data and spreadsheet skills, with the ability to analyse and interpret information.
• High level of interpersonal skills with a professional and flexible approach.
• Strong attention to detail with the ability to maintain accurate records.
• Confident IT user.
• Able to work effectively under pressure while managing a varied workload.
• Proactive, adaptable and able to use initiative in a fast‑paced environment.
• A strong team player who works collaboratively with others.

Benefits and Compensation

• £29,000 per annum.
• 37.5 hours per week.
• 25 days annual leave, plus 8 public holidays.
• Competitive pension.
• Buy/sell holiday scheme.
• Hybrid working model.
• Flexi-scheme.
• Enhanced maternity & paternity leave.
• Blue Light Card discounts.
• Attendance reward.
• Life insurance.
• Cycle to work scheme.
• Employee Assistance Programme (EAP).

EA First Ltd are acting as an Employment Agency for this permanent vacancy.